Workflows

How does the 'Add to workflow' feature in a page's form module work?

Last updated: October 13, 2017

Applies to:

Marketing Hub Professional, Enterprise

In your Marketing Professional or Enterprise account, you have the option to add a form submission on a specific landing page as workflow criteria right from the page's form module. Here's how it works:

  • In your Marketing Professional or Enterprise account, navigate to Content > Landing Pages. Hover over the page with a form module and click Edit.   

  • Hover over the form module within the page's editor and click on it to bring up the Sidebar Form menu on the left.
  •  Within the sidebar, scroll to the Post submit actions section and select the checkbox beside Add to workflow.
  • You can click Add new to create a new workflow for the form submission, or you can select one of your existing workflows from the dropdown menu. You can also click Edit to make changes to the workflow you select from the dropdown menu.

  • Once you've made your selection, click Save and go to module list. When you're ready to publish your page, click Publish in the upper right-hand corner.
  • The form submission on the landing page will be added as enrollment criteria to your specified workflow.

  • A few things to keep in mind when using this feature:
    • If you uncheck the Add to workflow checkbox in the form module, the form submission criteria will be removed from the workflow. 
    • If you delete the criteria from the workflow, the Add to workflow checkbox in the form module will remain selected. The form submission on that page will not enroll contacts because the enrollment criteria is removed from the workflow, despite the box still being checked in the page's form module.
    • When you clone a landing page where a workflow is set in the Post submit actions section, the landing page and the form submission combination for the cloned page will also be added to the workflow starting criteria.

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